505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)

Willy Schlacks of EquipmentShare joins Nick to discuss The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space. In this episode we cover: The IPO Process and Preparation Differences Between Public and Private Market Investors Stock Performance and Direct Listing Considerations Advice for Early-Stage Founders Investing in Personal Growth The Role of AI and Data in Construction Future of the Job Site Managing Fear and Creativity Guest Links : Willy's LinkedIn EquipmentShare's LinkedIn EquipmentShare's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp , the modern finance automation platform. Book a demo and get $150—no strings attached . Want to keep up to date with The Full Ratchet?

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505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks) is an episode from The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans by Nick Moran.

This episode is 49:19 long.

This episode was published on Mar 30, 2026.

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